Wednesday, March 29, 2006
Project 2xx8 - Revisited
It's almost time for setting up this "2xx8 portfolio" and so some rules have to be laid out. By learning the usual practice of investment funds, stocks with a market cap. of lesser than 1000M should be excluded. Also i deleted another company 2368 coz of its inactive transactions. This makes the 2xx8 portfolio contains the following 16 stocks:
Stock Code Name 公司名稱 Mkt Cap. (in '00M)(as at today)
2018 AAC Acoustic AAC Acoustic 86.74
2038 Foxconn Int'l Holdings 富士康國際 977.61
2088 Xiwang Sugar 西王糖業 34.55
2318 Ping An Insurance 中國平安 513.01
2328 PICC P&C 中國財險 89.86
2338 Weichai Power 濰柴動力 15.31
2388 Bank of China Hong Kong 中銀香港 1,654.64
2618 TCL Communication TCL通訊 17.81
2628 China Life Insurance 中國人壽 755.28
2678 Texhong Textile 天虹紡織 15.00
2688 Xinao Gas 新奧燃氣 63.30
2698 Weiqiao Textile 魏橋紡織 41.19
2788 Yorkey Optical 精熙國際 27.18
2868 Beijing Capital Land 首創置業 21.51
2878 Solomon Systech 晶門科技 94.17
2888 Standard Chartered 渣打集團 2,666.14
Stock Code Name 公司名稱 Mkt Cap. (in '00M)(as at today)
2018 AAC Acoustic AAC Acoustic 86.74
2038 Foxconn Int'l Holdings 富士康國際 977.61
2088 Xiwang Sugar 西王糖業 34.55
2318 Ping An Insurance 中國平安 513.01
2328 PICC P&C 中國財險 89.86
2338 Weichai Power 濰柴動力 15.31
2388 Bank of China Hong Kong 中銀香港 1,654.64
2618 TCL Communication TCL通訊 17.81
2628 China Life Insurance 中國人壽 755.28
2678 Texhong Textile 天虹紡織 15.00
2688 Xinao Gas 新奧燃氣 63.30
2698 Weiqiao Textile 魏橋紡織 41.19
2788 Yorkey Optical 精熙國際 27.18
2868 Beijing Capital Land 首創置業 21.51
2878 Solomon Systech 晶門科技 94.17
2888 Standard Chartered 渣打集團 2,666.14
okie... but then a problem arise as well, how shd i invest in this portfolio? Should it be investing 1 lot per every share? or by it's market cap.? Both method will hv its pros n cons, namely the representativeness of the portfolio - one method will be biased towards the 'small' stocks, while another method will be biased towards to the big mkt cap. stocks... so maybe at the time of setup, there will be 2 portfolios, 1 is by 1 lot per share, n another by mkt cap. investment...
so the portfolio will start by 1 April!
# posted by robii : 11:20 PM
